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Wealthstreet Investment Advisors’s Sarepta Therapeutics SRPT Stock Holding History

Wealthstreet Investment Advisors’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,770
Closed -$1.1M – 291
2021
Q1 		$1.1M Sell
14,770
-1,605
-10% -$148K 0.11% 162
2020
Q4 		$2.79M Sell
16,375
-1,500
-8% -$222K 0.28% 80
2020
Q3 		$2.51M Sell
17,875
-300
-2% -$45.6K 0.28% 82
2020
Q2 		$2.91M Hold
18,175
– – 0.36% 66
2020
Q1 		$1.78M Buy
18,175
+5,145
+39% +$588K 0.26% 91
2019
Q4 		$1.68M Buy
13,030
+110
+0.9% +$11.1K 0.2% 112
2019
Q3 		$1.12M Buy
12,920
+5,200
+67% +$614K 0.14% 129
2019
Q2 		$1.17M Buy
7,720
+1,200
+18% +$146K 0.15% 132
2019
Q1 		$777K Buy
6,520
+3,890
+148% +$500K 0.1% 169
2018
Q4 		$305K Buy
+2,630
New +$329K 0.04% 268

Other funds holding SRPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return